Comment by mrtksn
4 days ago
IIRC, this isn't happening because Europe doesn't have a large enough industry to purchase chips at the scale required to have such a huge investment.
This one in USA is for political reasons and likely will be feasible only if US manages to preserve the global political order.
Maybe Europe could have had force having a latest node FAB by banning exports of EUV machines and have factories built in Europe through flying Taiwanese engineers to build and operate it and call it huge success like USA is doing now.
I don't know if its worth the cost though. Sure it is good to have it bu in USA's case they even haven't built the industry around it, they will produce the chips in USA, call it "Made in America", collect the political points and ship the chips to the other side of the planet for further processing.
Is it really that big of a deal to have European machines being operated by the Taiwanese in the USA to print chips that need a visit to China to become useful? If the global world order collapses, will the 330M Americans be able to sustain the FAB? If it doesn't collapse, will that be still a good investment considering that Taiwanese have the good stuff for themselves and integrated into the full chain without flying parts across the world?
Well they made the fiirst step. They have the fab, other parts of industry may emerge with time